You can easily export call records in CaseFox; by following the few steps mentioned below: Login -> Communication -> Export 1. Log in to CaseFox. 2. In the navigation bar, go to the "Communication" tab. 3. Locate the desired communication log and ...
You can easily mark call status as returned in CaseFox; by following the few steps mentioned below: Login -> Communication -> Assign case 1. Log in to CaseFox. 2. In the navigation bar, go to the "Communication" tab. 3. Click on the communication log ...
With CaseFox you can search for trust or operating accounts; with just a few steps mentioned below: Login CaseFox -> Accounts -> Search Bar 1. Log in to CaseFox. 2. Select "Accounts" present on the navigation bar. 3. On the top straight left, you'll ...
You can easily search for tasks by following a few quick steps mentioned below with CaseFox; 1. Log in to CaseFox. 2. In the navigation bar, click on "Tasks" tab. 3. Towards the right you will find a search bar. 4. Type the name of the task you want ...
Login -> Clients -> Search 1. Login to CaseFox. 2. In the navigation bar, go to the "Clients" tab. 3. On the right side, next to the "Add Client" button, you will find a search bar. 4. Type the name of the client you want to search for.